Assessing Risk Quality Beyond Your Reports

Personal lines underwriting can go far beyond the Autoplus & HITS report. The Front-Line staff have access to much more powerful underwriting source: the client. This key underwriting opportunity can enable Brokerages to outperform their competition and must not be overlooked.

This session will help expand the consideration set and investigative skills of client facing staff & teammates.

Objectives:

Following this webinar, participants will be able to:

Identify and respond to moral hazard as they arise in client interactions
Educate client toward improving relationship with insurer and insurance as a whole
Model client characteristics to generate a risk quality score (red, yellow, green)
Generate improved loss performance and client retention through risk selection

Course Facilitator: Sam Jazayeri Speaking & Consulting o/b Sam Jazayeri-Moghaddas

  ** Please note: professional development and personal hours are equivalent, and can be used for future renewals.  Accreditation confirmed at the time of creation was provided as personal

Date Added: November 22, 2022

Facilitated By: Sam Jazayeri Speaking & Consulting o/b Sam Jazayeri-Moghaddas